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Torsten Slok
Torsten Slok APO
Chief Economist, Apollo Global Management
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Torsten Slok Shows Us How AI Is Eating the Entire US Economy | Odd Lots

📅 Jun 15, 2026 Bloomberg Podcasts 13 MIN 14179 VIEWS 16 SEGMENTS · 3 SPEAKERS
Apollo Global Management's chief economist Torsten Slok is known as the "King of Charts." That's why during our most recent show, at City Winery in New York, we invited him to do a presentation, on stage, for the live audience. In this bonus video-only episode, he dives into how AI has eaten up the entire US economy. His slide deck charts includes information on the massive data center build out, what's driving growth in the US economy, the industrial renaissance kicked off by the CHIPS Act, and AI's effect on GDP. In some ways, the conversation was almost prescient: He predicted that nonfarm...

Questions asked in this interview

1
  1. 1:29You can tell he's done this before, but also a very bold thesis, which is like, okay, what do we think of as the new diversified portfolio?
Torsten Slok 0:00 ↗
If the Fed raises interest rates, it doesn't matter. We will still have an AI boom if the Fed lowers interest rates. If the Fed raises interest rates, it doesn't matter. Politicians are still saying we need to do home shoring of manufacturing capacity. And finally, also the one big beautiful bill — same story. If the Fed raises rates, it doesn't matter. It has already been written into law. The money is already being paid out. So in that sense, when rates have gone up, the economy has not been slowing down.
Tracy Alloway 0:31 ↗
Hello and welcome to another episode of the Odd Lots podcast. I'm Tracy Alloway.
Joe Weisenthal 0:34 ↗
And I'm Joe Weisenthal.
Tracy Alloway 0:36 ↗
So Joe, we had that live show in New York.
Joe Weisenthal 0:39 ↗
Yeah. And we recorded multiple episodes. We thought, just to challenge ourselves, we would do something a little bit different.
Tracy Alloway 0:45 ↗
Which was a bold move for an audio-focused podcast, but we decided we would try to have a visual segment.
Joe Weisenthal 0:54 ↗
Right, that's right. And there's also a nice move because we got a break.

8 more exchanges in this transcript

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Cite this transcript

APA, MLA, BibTeX
APA

Slok, T. (2026, June 15). Torsten Slok Shows Us How AI Is Eating the Entire US Economy | Odd Lots [Interview transcript]. Bloomberg Podcasts. CEOInterviews.AI. https://ceointerviews.ai/interview/3004281/

MLA

Torsten Slok. "Torsten Slok Shows Us How AI Is Eating the Entire US Economy | Odd Lots." Bloomberg Podcasts, 15 Jun. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/3004281/.

BibTeX 
@misc{slok2026_3004281,
  author       = {Torsten Slok},
  title        = {Torsten Slok Shows Us How AI Is Eating the Entire US Economy | Odd Lots},
  howpublished = {Interview transcript, Bloomberg Podcasts. CEOInterviews.AI},
  year         = {2026},
  month        = {jun},
  url          = {https://ceointerviews.ai/interview/3004281/},
  note         = {Speaker-attributed transcript with timestamps}
}